LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.7M
3 +$1.07M
4
TMO icon
Thermo Fisher Scientific
TMO
+$795K
5
AGN
Allergan plc
AGN
+$774K

Top Sells

1 +$4.66M
2 +$2.75M
3 +$1.54M
4
VZ icon
Verizon
VZ
+$810K
5
CVS icon
CVS Health
CVS
+$609K

Sector Composition

1 Healthcare 19.6%
2 Technology 12.93%
3 Consumer Staples 11.47%
4 Financials 11.11%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,405
102
-168,972
103
-24,425
104
-12,955